SoftExpert Suite 3.0: a new level
of business management

SoftExpert Suite 3.0: a new level of business management

Discover the features that turn ideas into results and
put you in full control of your processes.

Discover the features that turn ideas into results and
put you in full control of your processes.

Tudo em um único lugar
Encontre e aja sem perder tempo. A nova busca centralizada reúne documentos, processos e registros em um só campo e permite abrir ações direto dos resultados.

Before x After

A smarter experience that orchestrates processes and results in one place
01-busca-geral
02-Central-tarefas (1)
03-Portais

 Refreshed design and AI-driven automations
for more efficient management

Before x After

A smarter experience that orchestrates processes and results in one place
01-busca-geral

Encontre tudo em segundos

02-Central-tarefas (1)

Tarefas mais intuitivas

03-Portais

Workspace do jeito que funciona melhor para você

Refreshed design and AI-driven automations for more efficient management

 It was the biggest advancement we have made at SoftExpert in recent years. We simplified usage without compromising the functionalities, regulations, and compliance of our clients.

Attribution

It was the biggest advancement we have made at SoftExpert in recent years. We simplified usage without compromising the functionalities, regulations, and compliance of our clients.

Avatar and text

Discover the technology that reinvents the experience, now powered by AI.

An evolution designed to make every step of your daily life more intuitive and powerful.
More autonomy,
more agility
Work your way, with greater speed. A lightweight and modern interface that puts what you need at your fingertips. Your team gains real autonomy in their daily tasks.  
 Everything in
one place
Find and act without wasting time. The new centralized search gathers documents, processes, and records in one field and allows you to take actions directly from the results.
More focus and productivity
Manage and track all your activities on a modern dashboard, with quick filters, intuitive navigation, and personalized views.

Innovation that evolves, security that endures

Each new feature is delivered without compromising the protection of your data or the compliance your operation requires.
Logos wrap

Innovation that evolves, security that endures

Each new feature is delivered without compromising the protection of your data or the compliance your operation requires.
Logos wrap

Discover the technology that reinvents the experience, now powered by AI.

An evolution designed to make every step of
your daily life more intuitive and powerful.
More autonomy,
more agility
Work your way, with greater speed. A lightweight and modern interface that puts what you need at your fingertips. Your team gains real autonomy in their daily tasks.
Everything in
one place
Find and act without wasting time. The new centralized search gathers documents, processes, and records in one field and allows you to take actions directly from the results.
More focus and productivity
 Manage and track all your activities on a modern dashboard, with quick filters, intuitive navigation, and personalized views.

It’s time to work better with
next-level intelligence

It’s time to work better with next-level intelligence

Featured icon (1)
Agility and autonomy
Reduce manual processes with AI assistance..
Featured icon (2)
Usability and compliance
Decisions based on reliable data.
Featured icon (3)
Control and traceability
Get full visibility into everything that happens.
Featured icon (4)
Flexibility and precision
Customize and ensure accuracy in your processes.

FAQ

O que há de novo no SoftExpert Suite 3.0?

O SoftExpert Suite 3.0 traz uma experiência renovada e mais inteligente. Com IA para modelar processos em linguagem natural, criação automática de contratos, chatbot integrado, busca unificada e painéis modernizados. Tudo para tornar a gestão da sua empresa mais rápida, simples e intuitiva.  

Para conhecer mais sobre o SoftExpert Suite 3.0, acesse nossa Central de Ajuda https://documents.softexpert.com/sesuite-300/news_300 

Quais são os recursos em destaque no SoftExpert Suite 3.0?

A versão SoftExpert Suite 3.0 traz como destaques: Central de Tarefas, Portais 3.0, Busca Geral, Modelagem de processos com IA, Assistente IA para formulários, Análise de causa, SoftExpert Chatbot e SoftExpert Sign.  

Como faço para migrar para o SoftExpert Suite 3.0?

Se você já utiliza nossos serviços de infraestrutura Cloud, a atualização acontecerá da seguinte forma: 

  • Ambientes Compartilhado: atualização automática no decorrer dos meses de dezembro de 2025 e janeiro de 2026. Fique atento aos comunicados do nosso time de Cloudops para a data de atualização do seu ambiente. 
  • Ambiente dedicado: a atualização pode ser agendada pelo Customer Center com nosso time técnico. 
  • Instalação on-premises: os pacotes estarão disponíveis em nosso Distribution Center a partir de 01/12/2025 
  • Contrato de Environment: a execução da atualização de ser feita por abertura de chamados no Distribution Center. 

IMPORTANTE: Antes da migração em ambiente on-premises sugerimos avaliar os recursos que estarão disponíveis apenas na versão Cloud. 

Aproveite para usufruir dos benefícios da campanha de Migração Cloud SoftExpert e acelere a transformação digital em sua empresa: https://demo.softexpert.com/migracao-cloud/?lang=pt-br  

Quais são os pré-requisitos que preciso ter antes de fazer a atualização para a versão 3.0?

Se você utiliza a versão de instalação on-premises, antes de atualizar para a 3.0, é importante validar: servidor, banco de dados e navegadores compatíveis. 

Isso evita problemas de performance e garante que novas funcionalidades funcionem corretamente. 

Você pode revisar os requisitos técnicos completos nos links abaixo:  

 

Sua versão é Cloud? Fique tranquilo, nossa equipe fará todas as validações e atualizações necessárias para a migração.  

Quais funcionalidades foram removidas ou substituídas na 3.0?

Alguns recursos mais antigos foram substituídos por versões mais modernas, focadas na experiência do usuário. Quando algo é removido, a SoftExpert sempre oferece uma alternativa equivalente ou superior dentro da plataforma.  

Encontre a lista completa de novidades e mudanças aqui:  

https://documents.softexpert.com/pt_BR/sesuite-300/news_300 

O SoftExpert Suite 3.0 tem requisitos diferentes para Cloud e on-premises?

Sim.  

  • Cloud SoftExpert: a infraestrutura, segurança e requisitos são responsabilidade da SoftExpert. Seu papel é apenas validar os testes após a atualização.  
  • On-premises: os requisitos devem ser garantidos pelo seu time de TI antes da atualização - servidor, banco, SO, navegadores.  

O conteúdo técnico atualizado está disponível em:  

https://developer.softexpert.com/en/docs/administration/requirements 

O suporte a versão que eu possuo atualmente vai terminar?

Não, você continua recebendo suporte normalmente, desde que seu contrato esteja ativo e a versão esteja dentro do EOL (End Of Life). Com novas versões, atualizações evolutivas e melhorias passam a ser priorizadas para as versões mais recentes.  

Por isso, atualizar evita limitações futuras e garante acesso às inovações. Se quiser confirmar detalhes sobre sua versão específica, o atendimento é feito pelo Customer Center: https://customercenter.softexpert.com 

Ainda tenho dúvidas. Com quem posso falar?

Para esclarecer qualquer tipo de dúvida, mande uma mensagem para: softexpertsuite30@softexpert.com 

Container (1)

FAQ

What’s new in SoftExpert Suite 3.0?

SoftExpert Suite 3.0 brings a refreshed, smarter experience. It includes AI for modeling processes in natural language, automatic contract generation, an integrated chatbot, unified search, and modernized dashboards — all designed to make managing your company faster, simpler and more intuitive.

To learn more about SoftExpert Suite 3.0, visit our Help Center https://documents.softexpert.com/sesuite-300/news_300

What are the highlighted features in SoftExpert Suite 3.0?

 Highlights in SoftExpert Suite 3.0 include: Task Center, Portals 3.0, New Global Search, AI process modeling, AI assistant for forms, Cause Analysis, SoftExpert Chatbot and SoftExpert Sign.  

How do I migrate to SoftExpert Suite 3.0?

If you already use our Cloud infrastructure services, the update will occur as follows:

  • Shared Environments: automatic updates will take place during December 2025 and January 2026. Watch for communications from our CloudOps team for the update date for your environment.
  • Dedicated environment: the update can be scheduled through the Customer Center with our technical team.
  • On-premises installation: packages will be available in our Distribution Center starting December 1, 2025
  • Environment Contract: the update must be carried out by opening tickets in the Distribution Center.

IMPORTANT: Before migrating an on-premises environment, we recommend evaluating the features that will be available only in the Cloud version.

Take advantage of the SoftExpert Cloud Migration campaign benefits and accelerate digital transformation in your company:

https://demo.softexpert.com/migracao-cloud/?lang=en

What prerequisites do I need before upgrading to version 3.0?

If you use the on-premises installation, before upgrading to 3.0 it’s important to validate compatible servers, databases and browsers.

This prevents performance issues and ensures new features work correctly.

You can review the full technical requirements at the links below:

 

Is your version Cloud? Don’t worry — our team will perform all necessary validations and updates for the migration.

Which features were removed or replaced in 3.0?

Some older features were replaced by newer, more user-focused versions. When something is removed, SoftExpert always offers an equivalent or superior alternative within the platform.

Find the complete list of updates and changes here:

https://documents.softexpert.com/en_US/sesuite-300/news_300

Does SoftExpert Suite 3.0 have different requirements for Cloud and on-premises?

Yes.

  • SoftExpert Cloud: infrastructure, security and requirements are SoftExpert’s responsibility. Your role is to validate tests after the update.
  • On-premises: requirements must be ensured by your IT team before the update — server, database, OS, browsers.

Updated technical content is available at:

https://developer.softexpert.com/en/docs/administration/requirements

Will support for my current version end?

No, you will continue to receive support as long as your contract is active and the version is within the EOL (End Of Life) period. As new versions are released, evolutionary updates and improvements are prioritized for the most recent versions.

Updating now helps avoid future limitations and ensures access to innovations. If you want to confirm details about your specific version, support is available via the Customer Center: https://customercenter.softexpert.com

I still have questions. Who can I contact?

 For any questions, send a message to: softexpertsuite30@softexpert.com  

Group 49
Group 50